We build, execute and monitor life plans for our clients that answer these three questions: - What life do I want to live? - Do I have the resources to live that life? - Am I prepared for life’s surprises?As a Fee-Only, full-time fiduciary, we answer these questions with the best interest of our clients in mind.
What life do you want to live?
As life happens, your priorities change. We listen, learn, anticipate and respond to your changing priorities. Family relationships, values, career advancement, entertainment, and philanthropy are some of the key components to consider in your plan.
Do you have the resources to live that life?
Your plan must be monitored and tested on a regular basis as you reach milestones and as your financial picture changes. We provide dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) Professionals that are your personal planners. Their only job is to make sure your plan remains on track and they help you make the tough decisions to keep it on track or change your plan.
Are you prepared for life’s surprises?
Some things we cannot foresee: divorce, death of a spouse, lost job, market crash, inheritance, new love, etc. Is your plan prepared for these surprises? TFA builds life plans and partners with you so that you can weather the surprises in your life.
How do you rebuild after a major life change? Download our ebook to get ideas and practical tips for women re-envisioning life after transition.
This course covers retirement risks, investments, retirement plans, asset allocation, retirement income, insurance, and estate planning. Patrick Rush, CFP®, and CEO of TFA is the primary instructor of Retirement 101 offered at Greensboro College, Greensboro, NC. Pre and post-retiree attendees attending the course will gain impactful and objective education as well as knowledge of key terms, strategies and concepts that may be important for a more successful retirement.
Dates: Wednesday (3 sessions) on 10/25, 11/1, and 11/8, from 6pm-8:30pm
Saturday (2 sessions) on 11/4 and 11/11 from 9:15am – 1pm